Filed September 14, 1992 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,641 | $88,324+131.7% | $115,037+77.9% | $55,191+270.8% |
| Participation rate | 86.3% | 72.5%+13.7pp | 81.4%+4.9pp | 69.2%+17.1pp |
| Annual return | 0.10% | 6.30%-6.2pp | 26.14%-26.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $7,834 | $2,805+179.3% | $4,608+70.0% | $1,899+312.6% |
| Participant deferral / active EE | $6,365 | $5,042+26.2% | $6,026+5.6% | $3,046+108.9% |
| Admin fee / account holder | $24 | $105-76.8% | $8,175-99.7% | $91-73.1% |